Benchmark Financial, LLC
52 holdingsFiling period: 2026-03-31Current AUM: $119.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | 161.2K | $15.8M | $18.9M | 15.85% | +20.0K | 2026-03-31 |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | 176.2K | $14.6M | $14.3M | 12.02% | +20.5K | 2026-03-31 |
| 3 | NOBL | PROSHARES TR | 74.3K | $7.9M | $8.5M | 7.12% | +6.5K | 2026-03-31 |
| 4 | IEI | ISHARES TR | 65.0K | $7.7M | $7.6M | 6.36% | +10.6K | 2026-03-31 |
| 5 | IEF | ISHARES TR | 72.8K | $6.9M | $6.8M | 5.68% | +11.8K | 2026-03-31 |
| 6 | SPDW | SPDR INDEX SHS FDS | 148.5K | $6.8M | $7.4M | 6.24% | +20.3K | 2026-03-31 |
| 7 | SPYV | SPDR SERIES TRUST | 87.7K | $5.0M | $5.4M | 4.57% | +13.1K | 2026-03-31 |
| 8 | SJNK | SPDR SERIES TRUST | 193.5K | $4.8M | $4.8M | 4.04% | +25.0K | 2026-03-31 |
| 9 | SPMD | SPDR SERIES TRUST | 69.4K | $4.1M | $4.6M | 3.84% | +6.2K | 2026-03-31 |
| 10 | JEPI | J P MORGAN EXCHANGE TRADED F | 68.5K | $3.9M | $3.9M | 3.30% | +5.3K | 2026-03-31 |
| 11 | IWY | ISHARES TR | 12.2K | $3.0M | $3.4M | 2.82% | +155 | 2026-03-31 |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | 43.6K | $2.8M | $3.1M | 2.58% | +3.5K | 2026-03-31 |
| 13 | JPIE | J P MORGAN EXCHANGE TRADED F | 48.3K | $2.2M | $2.2M | 1.86% | +5.3K | 2026-03-31 |
| 14 | AIRR | FIRST TR EXCHANGE TRADED FD | 18.9K | $2.1M | $2.2M | 1.86% | +3.3K | 2026-03-31 |
| 15 | JPST | J P MORGAN EXCHANGE TRADED F | 39.4K | $2.0M | $2.0M | 1.67% | +18.4K | 2026-03-31 |
| 16 | AMJB | JPMORGAN CHASE FINL CO LLC | 48.8K | $1.7M | $1.8M | 1.52% | +3.7K | 2026-03-31 |
| 17 | INDA | ISHARES TR | 28.9K | $1.4M | $1.4M | 1.21% | +3.1K | 2026-03-31 |
| 18 | MSFT | MICROSOFT CORP | 3.5K | $1.3M | $1.6M | 1.35% | +101 | 2026-03-31 |
| 19 | XSVN | BONDBLOXX ETF TRUST | 25.9K | $1.2M | $1.2M | 1.01% | +193 | 2026-03-31 |
| 20 | VOO | VANGUARD INDEX FDS | 1.9K | $1.1M | $1.3M | 1.10% | +50 | 2026-03-31 |
| 21 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.2K | $1.1M | $1.1M | 0.90% | -- | 2026-03-31 |
| 22 | CLSK | CLEANSPARK INC | 124.0K | $1.1M | $1.7M | 1.43% | -- | 2026-03-31 |
| 23 | PDI | PIMCO DYNAMIC INCOME FD | 59.5K | $1.0M | $952K | 0.80% | -- | 2026-03-31 |
| 24 | QYLD | GLOBAL X FDS | 52.5K | $900K | $931K | 0.78% | +2.5K | 2026-03-31 |
| 25 | COST | COSTCO WHOLESALE CORPORATION | 797 | $794K | $759K | 0.64% | +54 | 2026-03-31 |
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